Each download asks for your name, firm and email. Our privacy policy explains how we collect, use and store those details. The knowledge base itself is never gated; our guide to what an AI acceptable-use policy must cover explains each clause of the policy template. For help rolling a policy out, AI Setup includes a usage policy and team onboarding.
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AI acceptable-use policy template
An editable AI acceptable-use policy written for 10–100 person professional firms in Australia. It sets out which AI tools staff may use, what client and personal information must never be entered, how outputs are checked, when clients are told, and the security settings each approved tool needs. It draws on the OAIC's October 2024 guidance on commercially available AI products and ends with a staff sign-off page.
For: Managing partners, practice managers and risk leads at Australian law, accounting and advisory firms
What's inside
- How to use the template, with fill-in fields for your firm's details
- An approved tools register and a list of prohibited uses
- Information classes for client, personal and restricted information under the Privacy Act
- Confidentiality and privilege clauses for law practices and tax practitioners
- Accuracy, verification and client disclosure rules
- Security settings: single sign-on, MFA and admin controls
- Training, incident reporting, breaches of policy and the review cycle
- A staff acknowledgement and sign-off page
Read first: AI acceptable use policy: what it must cover for law and accounting firms
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We ask for your name, firm and email. See our privacy policy.
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AI vendor security checklist
A due-diligence checklist for Australian law, accounting and advisory firms assessing an AI tool or vendor. It covers 11 areas, from data residency, retention and training use to subprocessors, encryption, single sign-on, audit logs, certifications, incident notification, contract terms and exit. Each question comes with what a good answer looks like, plus a scoring guide and a sign-off table for the partner approving the tool.
For: Practice managers, IT leads and risk partners at Australian professional firms choosing AI tools
What's inside
- How to run the assessment and score each answer
- Data location, residency and cross-border questions
- Retention, deletion and training-use questions
- Subprocessors, encryption, identity and access controls
- Audit logs, certifications and independent assessments
- Incident notification, contract terms and exit planning
- A summary table and approval sign-off
Read first: Where does ChatGPT store your data? Plans, regions and Australian options
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We ask for your name, firm and email. See our privacy policy.
DOCX
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Prompt library for accountants
A practical library of 21 prompts for Australian accounting firms using ChatGPT, Claude, Microsoft Copilot or Gemini through a firm-approved account. Each prompt has fill-in fields, a note on when to use it and a safety note on what not to paste. It covers client emails, engagement letters, file notes, meeting summaries, research outlines and Excel formulas, with a reminder to verify every tax figure against the ATO before it is used.
For: Partners, managers and staff at Australian accounting and bookkeeping firms using an approved AI tool
What's inside
- Three rules for using any prompt safely
- Five client email prompts, from missing documents to scope changes
- Engagement letter summaries and comparisons
- File notes, meeting summaries and handover notes
- Research outlines with a verification reminder for every tax figure
- Excel prompts for lookups, reconciliations and WIP ageing
- A safety note on every prompt: what not to paste
Read first: Copilot vs ChatGPT vs Claude for accountants: which fits your firm?
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We ask for your name, firm and email. See our privacy policy.
